Podcast Episodes

Toff Capital: Physics, Specialty Chemicals Distribution, and $YAK

Season 4 Episode 39

I'm excited to have Toff Capital on the podcast this week. Toff is a professional investor who publishes the Substack, ToffCap.Substack.com.

This we…

2 years, 9 months ago

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Q2 2023 Investor Audibles: Buckley Capital, Immersion Investments, & Greenlight Capital

Season 4 Episode 38

This week we're continuing our Investor Audibles series with Q1 2023 letters from the following investors/funds:

Buckley Capital Immersion Investm…

2 years, 9 months ago

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Daren Heitman (Azarias Capital): Uranium Bull Thesis 101

Season 4 Episode 37

I'm excited to share my first episode in my Uranium Industry Primer Series. This week, Daren Heitman of Azarias Capital joined the podcast to discuss…

2 years, 9 months ago

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[REPLAY] Nicholas E. Radice: Investing Like Ian Cumming & Peter Thiel

Season 4 Episode 36

I'm excited to share the replay of my conversation with Nicholas Radice. Nicholas, now gone from Twitter, shares unique insights into his investment …

2 years, 10 months ago

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David Bastian: Distressed Investing 101 w/ Kingdom Capital

Season 4 Episode 35

Also, a big thanks to the following sponsors for making the podcast a reality!

Mitimco

This episode is brought to you by MIT Investment Management Co…

2 years, 10 months ago

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Q2 2023 Investor Audibles: Gator Capital, Palm Harbour Capital, and SaltLight Capital

Season 4 Episode 34

This week we're continuing our Investor Audibles series with Q1 2023 letters from the following investors/funds:

Gator Capital Palm Harbour Capita…

2 years, 10 months ago

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John Evans: Dissecting Offshore Services w/ Subsea7 CEO

Season 4 Episode 33

This week we engage in a conversation with John Evans, CEO of Subsea 7. The discussion covers a wide range of topics, including the history and dynam…

2 years, 10 months ago

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[REPLAY] Dan McMurtrie: Research Process, Inverted Shorts & Post-Consciousness

Season 4 Episode 32

I'm excited to share the two-year anniversary of the most popular Value Hive episode to date!

This week we chat with Dan McMurtrie, co-founder and P…

2 years, 11 months ago

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Derrek (@real_MikeBarnes): Resource Trading, Nintendo $NTDOY, and Getting More For Less

Season 4 Episode 30

I'm excited to share my latest conversation with Derrek aka @real_MikeBarnes on Twitter. Derrek is a retail trader who specializes in resource stocks…

2 years, 11 months ago

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Q2 2023 Investor Audibles: Alluvial Capital, Laughing Water Capital, Cedar Creek Capital

Season 4 Episode 30

This week we're continuing our Investor Audibles series with Q1 2023 letters from the following investors/funds:

Alluvial Capital Laughing Water C…

2 years, 11 months ago

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